EQUL vs. MOTE ETF Comparison
Comparison of IQ Engender Equality ETF (EQUL) to VanEck Morningstar ESG Moat ETF (MOTE)
EQUL
IQ Engender Equality ETF
EQUL Description
The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.
Grade (RS Rating)
Last Trade
$26.83
Average Daily Volume
104
Number of Holdings
*
75
* may have additional holdings in another (foreign) market
MOTE
VanEck Morningstar ESG Moat ETF
MOTE Description
VanEck Morningstar ESG Moat ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the Morningstar US Sustainability Moat Focus Index. The fund was formed on October 5, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$28.71
Average Daily Volume
437
Number of Holdings
*
62
* may have additional holdings in another (foreign) market
Performance
Period | EQUL | MOTE |
---|---|---|
30 Days | 1.23% | 1.11% |
60 Days | 8.15% | 7.33% |
90 Days | 9.13% | 9.37% |
12 Months | 30.28% | 26.64% |
12 Overlapping Holdings
Symbol | Grade | Weight in EQUL | Weight in MOTE | Overlap | |
---|---|---|---|---|---|
ADSK | C | 1.46% | 2.54% | 1.46% | |
AXP | A | 1.44% | 1.77% | 1.44% | |
BK | C | 1.49% | 1.58% | 1.49% | |
BLK | B | 1.49% | 1.39% | 1.39% | |
CLX | B | 1.46% | 1.18% | 1.18% | |
CRM | C | 1.44% | 1.32% | 1.32% | |
ECL | A | 1.29% | 1.33% | 1.29% | |
IFF | C | 1.34% | 1.22% | 1.22% | |
MA | A | 1.34% | 1.25% | 1.25% | |
MDLZ | C | 1.37% | 1.12% | 1.12% | |
PEP | D | 1.25% | 2.27% | 1.25% | |
YUM | B | 1.22% | 2.28% | 1.22% |
EQUL Overweight 63 Positions Relative to MOTE
Symbol | Grade | Weight | |
---|---|---|---|
VFC | B | 1.71% | |
K | B | 1.69% | |
Z | C | 1.65% | |
AFRM | C | 1.63% | |
PYPL | B | 1.6% | |
DASH | B | 1.55% | |
GLOB | D | 1.5% | |
ACN | B | 1.5% | |
CMI | B | 1.48% | |
EBAY | A | 1.48% | |
WEX | C | 1.47% | |
BMY | B | 1.47% | |
WELL | B | 1.47% | |
ILMN | C | 1.47% | |
MCD | A | 1.45% | |
MET | A | 1.44% | |
EXPE | B | 1.44% | |
SPGI | C | 1.43% | |
HAS | A | 1.42% | |
GTLB | D | 1.4% | |
MCO | C | 1.4% | |
HALO | D | 1.39% | |
WTW | A | 1.38% | |
ZTS | B | 1.38% | |
KO | B | 1.38% | |
GIS | B | 1.37% | |
META | A | 1.36% | |
VZ | A | 1.36% | |
HOLX | D | 1.35% | |
HLT | B | 1.34% | |
NYT | B | 1.34% | |
AWK | C | 1.34% | |
JNJ | C | 1.34% | |
UBER | C | 1.32% | |
BSX | A | 1.31% | |
SCI | C | 1.31% | |
SJM | B | 1.3% | |
PRU | C | 1.29% | |
CNC | F | 1.29% | |
INTU | F | 1.29% | |
IPG | C | 1.29% | |
ESS | C | 1.28% | |
PARA | F | 1.27% | |
C | B | 1.26% | |
MAR | B | 1.26% | |
PG | C | 1.25% | |
BAC | D | 1.22% | |
VRSK | D | 1.21% | |
DOW | B | 1.2% | |
WFC | D | 1.19% | |
XYL | B | 1.18% | |
GM | D | 1.18% | |
COTY | F | 1.16% | |
ETSY | F | 1.15% | |
CRL | F | 1.14% | |
LYFT | D | 1.13% | |
HUBS | D | 1.11% | |
F | D | 1.1% | |
MRK | F | 1.06% | |
BMRN | F | 1.02% | |
BIIB | F | 1.01% | |
PINS | D | 0.91% | |
WBA | F | 0.66% |
EQUL Underweight 50 Positions Relative to MOTE
Symbol | Grade | Weight | |
---|---|---|---|
TRU | C | -3.23% | |
TYL | C | -2.85% | |
ALLE | A | -2.78% | |
MAS | A | -2.73% | |
ICE | A | -2.73% | |
EFX | D | -2.61% | |
TMO | C | -2.49% | |
EMR | B | -2.46% | |
VEEV | C | -2.37% | |
NTRS | C | -2.37% | |
CME | A | -2.35% | |
CMCSA | B | -2.3% | |
GOOGL | C | -2.29% | |
STZ | B | -2.25% | |
DIS | D | -2.17% | |
FTNT | C | -1.51% | |
TER | D | -1.47% | |
KLAC | D | -1.44% | |
STT | C | -1.38% | |
NOW | C | -1.38% | |
AMAT | D | -1.35% | |
WAT | B | -1.33% | |
LOW | A | -1.33% | |
ADI | C | -1.31% | |
WDAY | D | -1.31% | |
USB | C | -1.3% | |
HOG | C | -1.28% | |
LNG | D | -1.27% | |
OTIS | A | -1.26% | |
ADBE | F | -1.26% | |
SYY | B | -1.24% | |
A | B | -1.24% | |
JKHY | A | -1.23% | |
APD | C | -1.19% | |
AMGN | D | -1.19% | |
PANW | D | -1.19% | |
CSCO | A | -1.17% | |
CSX | D | -1.17% | |
MDT | A | -1.16% | |
MSFT | C | -1.14% | |
CSGP | F | -1.09% | |
GILD | A | -1.08% | |
SBUX | B | -1.05% | |
TROW | D | -1.04% | |
ZBH | F | -1.03% | |
ROP | C | -1.02% | |
ROK | D | -0.99% | |
MKTX | C | -0.99% | |
VRSN | C | -0.86% | |
NKE | D | -0.81% |
EQUL: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Banks - Global
Credit Services
Household & Personal Products
Information Technology Services
Packaged Foods
Asset Management
Auto Manufacturers
Beverages - Soft Drinks
Biotechnology
Business Services
Capital Markets
Diagnostics & Research
Diversified Industrials
Insurance - Life
Internet Content & Information
Leisure
Lodging
Restaurants
MOTE: Top Represented Industries & Keywords
Industries:
Software - Application
Asset Management
Business Services
Diagnostics & Research
Diversified Industrials
Semiconductor Equipment & Materials
Credit Services
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Internet Content & Information
Medical Devices
Restaurants
Specialty Chemicals
Banks - Regional - US
Beverages - Soft Drinks
Beverages - Wineries & Distilleries
Building Materials
Capital Markets
Chemicals
Communication Equipment